PO Receiving and Invoicing Overview

In ProjectStream 365 Includes comprehensive purchasing receipt and invoicing capabilities.  Purchasing receiving and invoicing starts when the items you’ve ordered arrive in your warehouse or at the job site. Purchasing transactions encompass the full range of transactions that can be entered against a purchase order, covering the management of receipts, invoices, returns and credits.   

Purchasing invoice transactions include a standard approval process.  Upon creation of a new purchase invoice, system will assign an approver based on user definable rules. 

Once a purchase transaction has been fully entered and approved (optional depending on configuration), a purchase transaction can be posted as a financial transaction.

PO Receiving and Invoicing Flow